Private Wealth Management, Inc.

Private Wealth Management, Inc. (CRD# 120823) is a financial advisory firm headquartered in Memphis, TN. They manage $476,234,495 in 588 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    476
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $809,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, TN

Financial Advisors at Private Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott M. Robbins
CRD#: 4540655
3725 Champion Hills Drive, Ste. 1400, Memphis, TN 38125
96
Wealthminder
score

Scott Robbins (CRD# 4540655) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 15 years of experience in the finance industry. Scott Robbins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph P. Horner
CRD#: 1747094
3725 Champion Hills Drive, Ste. 1400, Memphis, TN 38125
93
Wealthminder
score

Joseph Horner (CRD# 1747094) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 29 years of experience in the finance industry.

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